Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding T. Rowe Price Rtmt 2025 Fund in their Schedule of Assets, totaling $9.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SOUTHWEST COMMUNITY HEALTH SYSTEM SOUTHWEST MATCHING DEFINED CONTRIBUTION RETIREMENT PLAN | MIDDLEBURG HEIGHTS OH | 2,758 | $247.1M | $7.5M |
| 2 | VTECH USA HOLDINGS, LLC VTECH USA 401(K) PLAN | TIGARD OR | 200 | $70.7M | $1.5M |
| 3 | INNOVANCE, INC. INNOVANCE, INC. 401(K) PLAN |
ALBERT LEA MN |
| 377 |
| $34.1M |
| $446K |
| 4 | OPEN ACCESS TECHNOLOGY INTERNATIONAL, INC. OPEN ACCESS TECHNOLOGY INTERNATIONAL, INC. 401(K) PLAN | BLOOMINGTON MN | 275 | $79.8M | $399K |
